James McWeeney

• Rathbones Investment Management Limited

  FRN 116316

  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 14. Managing investments
  • [FCA CF] Client dealing (since 16 Oct 2024)
  • [FCA CF] Functions requiring qualifications (since 16 Oct 2024)
• Evelyn Partners Securities (no longer approved here)

  FRN 124255

  • [FCA CF] Functions requiring qualifications (23 Sep 2022 to 31 Jul 2023)
  • [FCA CF] Client dealing (18 Feb 2021 to 31 Jul 2023)
• TILNEY DISCRETIONARY PORTFOLIO MANAGEMENT LIMITED (no longer approved here)

  FRN 142989

  • [FCA CF] Functions requiring qualifications (23 Sep 2022 to 31 Jul 2023)
  • [FCA CF] Client dealing (18 Feb 2021 to 31 Jul 2023)
• Evelyn Partners Discretionary Investment Management Limited (no longer approved here)

  FRN 147103

  • [FCA CF] Functions requiring qualifications (23 Sep 2022 to 31 Jul 2023)
  • [FCA CF] Client dealing (18 Feb 2021 to 31 Jul 2023)
• Evelyn Partners Investment Management Services Limited (no longer approved here)

  FRN 165169

  • [FCA CF] Functions requiring qualifications (23 Sep 2022 to 2 Oct 2023)
  • [FCA CF] Client dealing (18 Feb 2021 to 2 Oct 2023)
• Evelyn Partners Asset Management Limited (no longer approved here)

  FRN 223074

  • [FCA CF] Functions requiring qualifications (23 Sep 2022 to 31 Jul 2023)
  • [FCA CF] Client dealing (18 Feb 2021 to 31 Jul 2023)

No changes recorded yet.